LECG/SMART


                                                                  Real Estate Tax Consulting Services




A g...
2

Real Estate Tax Consulting Services
                         g
Communication
            Taking the time to thoroughly ...
3

Client Experience
         p
Types of Clients                Industry Specialization
   Large domestic and             ...
4

Selected Property Tax Client Experience
            p y                p
 Ace Hardware                 National Envelop...
5

Property Tax Client References
   p y

Ms. Carla Carter              Mr. William S. McVeigh
Property Management Analyst...
6

SALT Client Recognition
                g
                                                          SMART has been prep...
7

How We Differentiate Ourselves
  Experience
       Significant Managing Director/Manager touch on all engagements
     ...
8

How We Differentiate Ourselves

  Premier Technology
       LECG SMART
       LECG-SMART utilizes comprehensive, online...
9

State and Local Tax Services
 Personal Property Tax Compliance
 Personal Property Tax Consulting
             p y      ...
10

SALT Services
 Tax Planning, Compliance and Consulting
 Tax Accounting and Provision Analysis
              g         ...
11

About Us
In March 2010, LECG, LLC (XPRT:NASDAQ) and SMART Business
Consulting and Advisory, LLC merged. The combined L...
12

Who We Are
Litigation, Forensics & Finance
        Advisory Services
        Bankruptcy & Restructuring
        Forens...
13

Our Global Footprint
               p




Global resources to serve large multinational clients
International infrastr...
14

Contact Information

     P.J. Olzen, CMI     Walter Grimms, CMI   Craig Hoffner, ASA


     Managing Director      Se...
Upcoming SlideShare
Loading in …5
×

Real Estate Tax Consulting Services From Lecg Smart [Bsc] 04 07 10 Nl Jl

1,036 views

Published on

Real Estate Tax Consulting Services From SMART-LECG

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
1,036
On SlideShare
0
From Embeds
0
Number of Embeds
3
Actions
Shares
0
Downloads
4
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Real Estate Tax Consulting Services From Lecg Smart [Bsc] 04 07 10 Nl Jl

  1. 1. LECG/SMART Real Estate Tax Consulting Services A global expert services company providing expert testimony, authoritative studies, and strategic advisory services to clients including Fortune Global 500 corporations, major law firms, and governments worldwide. www.lecg.com
  2. 2. 2 Real Estate Tax Consulting Services g Communication Taking the time to thoroughly understand your business Research Extensively researching market data and jurisdiction assessment records Inspection On-site inspection of your property, as required Valuation Developing of arguments for valuation reductions and determining the appropriate valuation methods for appealing the assessments Negotiation Challenging assessments through negotiations with appropriate authorities Appeals Filing of necessary appeal documentation with appropriate authorities Representation Making formal presentations at the local and state-level hearings
  3. 3. 3 Client Experience p Types of Clients Industry Specialization Large domestic and Retail multi-national companies Manufacturing Middle-market companies Higher Education Closely-held and Cl l h ld d family-owned businesses Healthcare Start-ups of all sizes Life Sciences – Biotech/ Pharmaceutical High net worth individuals Insurance and Financial Services
  4. 4. 4 Selected Property Tax Client Experience p y p Ace Hardware National Envelope Aramark New York & Company Ball Horticultural Company Olympus Bally Total Fitness Old Second National Bank Best Buy Siemens Circuit City The Flynn Company ConocoPhillips Tween Brands Dollar Tree Stores ULTA Cosmetics Famous Dave’s Unisys Helzberg Diamonds United States Cold Storage Limited Brands WMS Gaming SG
  5. 5. 5 Property Tax Client References p y Ms. Carla Carter Mr. William S. McVeigh Property Management Analyst Portfolio Controller Best Buy The Flynn Company 7601 Penn Avenue South 1621 Wood Street Richfield, MN 55423-3645 Philadelphia, PA 19103 612.291.7488 215.561.6565 Mr. Dan Ricci M D Ri i Mr. Timothy Vaughan M Ti th V h Tax Director Vice President, Operations Ace Hardware Old Second National Bank 2200 Kensington Court 37 S. River Street Oak Brook, IL 60523 Aurora, IL 60506 630.990.6596 630.906.5487
  6. 6. 6 SALT Client Recognition g SMART has been preparing our sales and use tax returns Helzberg Diamonds has enjoyed a business for over four years now, and I want to take a moment to relationship with SMART for the past 25 years. thank the entire SMART Compliance Team for all you do SMART provides Helzberg Diamonds with a full service property tax compliance program and also behind the scenes to take the detailed tasks required assists us with tax planning for our new stores We stores. each and every month and produce such high quality y p g q y have been extremely satisfied with the quality of the work. For the many returns that get prepared and sent by service that we have received from SMART and the SMART, we get very, very few notices from any state. We professionalism of the individuals that we have dealt are grateful for the service you perform on our behalf and with. We have also been very pleased with the fact look forward to next year. that our account has been serviced by a very stable staff over the past few years. The individuals on the Jeff Mastin, Tax and Risk Manager SMART team who service our account, have many Welch Allyn, Inc. years of experience in the business and are very knowledgeable concerning the various states in which we operate. SMART has also been very proactive in maintaining the latest computer technology available AIG has used SMART to prepare amended state income and does an excellent job of keeping us advised of tax tax returns related to federal tax audits for five closed tax law changes and the most advantageous position for years. years In the process of selecting a vendor to perform this our company to take in regards to those changes. service, we met with three of the Big Four firms, SMART, and Jefferson Wells. In addition to the obvious reduction I would highly recommend Smart and Associates to in fees between the Big Four and SMART due to the any company who has a need for a very difference in business models, we were also impressed knowledgeable, professional and service-oriented by the professionalism and approach that SMART brought p p y property tax compliance provider. p p to the table table. Lonnie J. Lawton James R. Gruber CFO American International Group, Inc.
  7. 7. 7 How We Differentiate Ourselves Experience Significant Managing Director/Manager touch on all engagements Well-developed skills in process & technology with extensive experience in property tax policy, valuations & appeal procedures Best-In-Class Process A mature, robust real estate tax consulting methodology that has been refined and field-tested with our significant base of demanding clients Professional Designations Our management staff consists of career Real Estate Tax p g professionals, including licensed real , g estate appraisers, MAI, ASA, and CMI designees
  8. 8. 8 How We Differentiate Ourselves Premier Technology LECG SMART LECG-SMART utilizes comprehensive, online research tools, accessing leading sources for comparable market data, current taxation rules, regulations, and case law Attractive Fee Structure A contingency-based fee system – a risk-free approach A comprehensive fee structure that details all activities No “hidden fees”
  9. 9. 9 State and Local Tax Services Personal Property Tax Compliance Personal Property Tax Consulting p y g Real Estate Tax Consulting Sales and Use Tax Compliance Services Sales d Use Tax Consulting S l and U T C lti State Income/Franchise Tax Compliance State Income/Franchise Tax Consulting Tax Technology Consulting
  10. 10. 10 SALT Services Tax Planning, Compliance and Consulting Tax Accounting and Provision Analysis g y Tax Incentives and Credits Transaction Analysis Tax Technology Consulting Audit and Controversy Representation Diagnostic Services
  11. 11. 11 About Us In March 2010, LECG, LLC (XPRT:NASDAQ) and SMART Business Consulting and Advisory, LLC merged. The combined LECG/SMART is a global expert services and business advisory firm with more than 1,100 professionals in 39 offices worldwide. Our clients include Fortune Global 500 corporations, major law firms and local, local state and federal governments and agencies worldwide worldwide. LECG/SMART has experience in consumer products, energy, entertainment, media and sports, environment and natural resources, financial services, healthcare and life sciences, insurance, petroleum and chemicals, professional services, real estate, telecommunications, and transportation.
  12. 12. 12 Who We Are Litigation, Forensics & Finance Advisory Services Bankruptcy & Restructuring Forensic Accounting Finance, Valuation & Damages Insurance Claims Intellectual Property Legal Technology & Analytical Consulting Economics & Dispute Resolution Antitrust & Competition Policy Economic & Financial Regulation International Arbitration Labor & Employment Securities Litigation Consulting & Business Advisory Actuarial Services Executive Solutions Financial Solutions Fi i l S l ti Outsourcing Solutions Compensation & Benefits Consulting Technology Solutions Governance Assurance & Tax Audit & Attest Services (through SMART and Associates, LLP) Internal Audit & Risk Management International Tax Federal Tax State & Local tax
  13. 13. 13 Our Global Footprint p Global resources to serve large multinational clients International infrastructure optimizes experts’ skills and income potential
  14. 14. 14 Contact Information P.J. Olzen, CMI Walter Grimms, CMI Craig Hoffner, ASA Managing Director Senior Manager Senior Manager 847.558.5679 847.558.5682 610.964.4144 p polzen@lecg.com @ g g @ g wgrimms@lecg.com @ g choffner@lecg.com William Solt Ted Kolman, MBA John Langman Senior Manager Senior Manager Senior Manager 678.921.8022 972.668.3704 847.558.5681 wsolt@lecg.com tkolman@lecg.com jlangman@lecg.com

×